Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,684 | $100,970-51.8% | $96,576-49.6% | $137,256-64.5% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 15.60% | 38.16%-22.6pp | 38.47%-22.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $33,919 | $8,286+309.3% | $7,956+326.3% | $6,407+429.4% |
| Admin fee / account holder | $8,765 | $11,312-22.5% | $11,381-23.0% | $12,270-28.6% |